Asset Class: Market and Economic Insights

BMO Long-Term Capital Market Assumptions

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The following paper outlines our capital market assumptions (CMAs) over a 10-year time horizon. Our strategists update the CMAs annually using proprietary models along with input from our global team of investment professionals.

By providing the rationale for our strategic asset allocation across equities, fixed income and alternatives, capital market assumptions support BMO Global Asset Management’s overall approach to multi-asset investment. We use these assumptions to offer a variety of portfolio construction options to clients, enabling them to better understand risk/return expectations and enabling us to tailor solutions to more refined objectives.

 
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Prepared by:

Yung Yu Ma circle headshot
Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management
Irina Pacheco circle headshot
Irina Pacheco, CFA®
Quantitative Strategist and Portfolio Manager – Multi Assets Solutions
BMO Global Asset Management

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

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